Brendan Greenwood BCom, CFP, CIM, | August 19, 2026 For successful business owners, one of the biggest financial questions eventually becomes: What is the best way to turn the wealth being created inside my company into long-term personal and family wealth? An Individual Pension Plan (IPP) can be an important part of the answer. An IPP is a private defined-benefit pension plan sponsored by your corporation. It allows the company to make tax-deductible contributions toward your retirement,...

Rethinking Your Portfolio for 2026 Brendan Greenwood BCom, CFP, CIM, | January 20, 2026 As we look ahead to 2026, many market observers believe the investment landscape is shifting. Inflation is more persistent, government debts are rising, and the global role of the US dollar is slowly shifting. These changes don’t require drastic action, but they do require thoughtful portfolio adjustments. What is De-dollarization? The US dollar remains the world’s most widely used currency, but new...

Volatility Is Costing You More Than You Think Brendan Greenwood CFP, CIM, B.Comm | April 23, 2024 The VIX, measures the stock market's...